New England Fellows Institute Class III, Session II
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 24 Jun 2026 – 25 Jun 2026
- Venue
- Boston Marriott
- Location
- Newton
- Format
- In person
- Website
- actec.org
Why New England Fellows Institute Class III, Session II matters for private client and wealth practitioners
The New England Fellows Institute Class III, Session II is an exclusive educational event presented by The American College of Trust and Estate Counsel (ACTEC). This prestigious gathering is designed to develop the skills and knowledge of trust and estate professionals, helping them master complex legal concepts. The session focuses on advanced topics within trust and estate law, including wills, trusts, asset management, and tax considerations. Attendees will explore critical areas such as estate planning for business owners, retirement planning, and probate processes. Additionally, the curriculum covers specialized subjects like special needs trusts, planning, and guardianship. By participating in this institute, legal professionals gain invaluable insights into wealth planning and the evolving landscape of trust and estate law, including the impact of artificial intelligence. This event serves as a vital platform for fellows to enhance their practice, network with peers, and maintain the highest standards of professional excellence in the field.
Your post-conference follow-up playbook
Snap a photo of every business card you collect, upload it to Conference Networker, and we'll extract the contacts and draft personalised messages from your templates — ready to send by email or LinkedIn. You can use it before the conference too, reaching out to the attendees you want to meet in advance, not just for follow-up afterwards.
Follow up super fast after the New England Fellows Institute Class III, Session II.
Scan the stack of business cards you collected, and send personalised follow-ups (through email or LinkedIn) in a few clicks.
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